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  2. ZEROCATER, INC.
Sponsor portfolio

ZEROCATER, INC.

EIN 27-4319579-Latest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$873K premiums
Participants
694
44 MONTGOMERY STREET FLOOR 3, SUITE 2-177 - SAN FRANCISCO, CA 94104415-432-9987
Plans on this EIN
2 filings
#001401k-$7.8M - 594 part#501Mixed-$873K - 109 lives

Benefits portfolio analytics

1 plan / $873K premiums / 109 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$762K
  • Prescription drug$762K
  • Life$97K
  • Other$97K
  • Long-term disability$8K
  • Short-term disability$6K
Total $873K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • ANTHEM LIFE INSURANCE COMPANY13%
Total $873K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $56K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ZERO CATER 401(K) PLAN

401k

Assets$7.8M
Participants594
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ZEROCATER HEALTH AND WELFARE BENEFIT PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$873K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ZERO CATER 401(K) PLAN401k$7.8M5942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ZEROCATER HEALTH AND WELFARE BENEFIT PLANMixedBLUE CROSS OF CALIFORNIA$873K1092025
Retirement plans
Welfare plans
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